HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$226K
3
+$223K
4
TSM icon
TSMC
TSM
+$99.9K
5
BK icon
Bank of New York Mellon
BK
+$86.8K

Top Sells

1
+$378K
2
+$276K
3
+$276K
4
MCK icon
McKesson
MCK
+$266K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$137K

Sector Composition

1 Healthcare 16.51%
2 Technology 14.07%
3 Communication Services 12%
4 Financials 10.42%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.24%
45,427
27
$1.14M 1.24%
2,564
-170
28
$1.12M 1.22%
18,129
-200
29
$1.09M 1.18%
19,135
-456
30
$1.07M 1.16%
27,695
31
$1.07M 1.16%
11,283
32
$1.03M 1.12%
6,177
-275
33
$1.02M 1.11%
9,379
-105
34
$1.02M 1.11%
22,905
+1,950
35
$976K 1.06%
56,696
36
$925K 1%
4,165
-25
37
$890K 0.97%
9,355
-240
38
$875K 0.95%
17,035
39
$806K 0.88%
5,012
40
$794K 0.86%
15,820
41
$789K 0.86%
22,151
42
$780K 0.85%
12,915
43
$768K 0.83%
3,478
44
$743K 0.81%
46,608
45
$728K 0.79%
43,397
46
$717K 0.78%
10,830
47
$715K 0.78%
27,710
48
$702K 0.76%
10,526
+20
49
$695K 0.76%
5,501
50
$690K 0.75%
19,265
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